A De Nitive Guide For E Cient Field Force Management

Transcription

A Definitive Guide for Efficient Field Force Management

Table of ContentsHellopeople! . Introduction2. Challenges Faced in Field Force Management3. Top Trends in Field Force Management4. Why is Field Force management Crucial for your Business?5. The Reason Why Field Force Management is Useful?6. Tookan's Field Force Solution7. Impact of Field Force Management Solution8. Conclusion

13IntroductionField service industry is one of the rapidly growing industries around the world with more than 20 million field technicians. Withtechnological advancement and changing trends, people prefer services at their doorstep. Likewise, small and mediumenterprises stepped into the on-demand industry offering services through mobile-based apps. Each industry vertical from foodand grocery delivery, banking and insurance institutions are offering on-demand services.Companies have a number of employees working in the field across different locations. They may be delivering products atcustomers doorstep, extracting information or promoting products and services face to face. There is an extensive need tostreamline all the field force operations and task automation. Field force management solutions allow the manager to accessremotely from the manager’s dashboard. The manager can track the field force and communicate in real time with field force foreffective communication.Today, companies face various challenges to grow efficiently. One of the biggest expectations of organizations is to increaseproductivity and main- taining effective and efficient customer service with field force. Exceptional customer service with an aimto increase profitability is every business’ desire. Since 2010, we have been providing field force management solutions to marketleaders in various industries like Presto, One Delivery, GrabOnRent, KFC, Pizza Hut and many more. Managing and monitoringtheir field force helped these organizations to increase turnover, enhance customer loyalty and customer satisfaction. Along withthese, field force management platform allows enterprises to ameliorate productivity and operational efficiency.

2Challenges Faced in FieldForce ManagementField service management (FMS) is the “by default” approach of every enterprise to deliver a delightful experience tothe customers. Field force is directly in touch with customers in delivering services offered by the business. The fieldforce task is to respond to each and every issue raised by the customer and aim to complete the task. To have anin-depth understanding of your business requirements, you must focus on challenges faced by your competitors andexisting market leaders in your field. Regardless of the industry, here are top challenges commonly faced by almostall industries:Inefficient resource scheduling1In any industry, scheduling of field force can be changed at the last moment with the change in demand,traffic and weather conditions. Manually rescheduling the field force at the very last moment will requirea lot of effort and time. Using the field management solution, automatically alert the field force in real-time for any change in the schedule.44

24Inefficient customer feedbackCustomer feed- back is the only way to figure outwhat your business must focus on to retainexisting customers and attract potentialcustomers. Tookan field force managementsoftware allows customers to review and rateeach job after it’s done. It is an efficient way totrack the performance of field force forenterprises.Give equal importance to field forceMany industries like banks and other financial institutions, grocery, food,etc., completely rely ontheir strong field force. Providing best servicesto customers is the top most priority of enterprises, but safety of field force is equally important. Staying in contact with each and every fieldforce agent with real-time tracking is amust-have feature however is a strenuous jobwhen done manually.35Assign best talent for each taskEstablishing a clear objective for each task andmanually assigning best field force in order to provide best customer service turns into a tiresometask to do on a daily basis. A manual process isprone to human error. Therefore, the enterpriseneeds to know the strengths and weaknesses ofthe workforce and assign jobs accordingly. Tookanensures good alignment of skills in pursuance ofextracting the best result from your business.Loss of DataWhether it’s the delay of knowledge transfer or justan informational inconsistency, data silos cangravely affect your business workings. To stayahead of your competition with an uncloggedworkflow, you need to focus on bringing all data toone unified portal. With the majority of businessesshifting online in 2021, staying updated and connected in real-time across various divisions andstakeholders is important.5

3Top Trends in Field ForceManagementTo ensure your employees are happy and productive, you need to acquaint yourselfwith the latest workforce management trends. Working along with these trendsbecomes more imperative when handling a mobile workforce, which has nowbecome a norm as we enter 2021. Let’s look at the top trends to look out for inworkforce management to optimize your manpower.The gig economy boom has changed the employment landscape1A gig economy works on freelancers. With businesses needing specific skills for specific timelines,professionals are choosing contract work and freelancing over a typical time-bound job. Businesses willneed to factor in the changing employment trends to make the best out of the available workforce.6

724Traditional working hours are part of historyThe classic 9 to 5 work shift is slowly becoming moreredundant as people are responding to workrequirements outside of the conventional window. A2019 report shows that more than half of the surveyedcompanies reported their remote workers as moreproductive than their in-house employees. For yourbusiness to thrive in the on-demand economy, youneed to track the “actual hours worked” rather than justthe limit set by your organization.Encourage transparency with attendance trackingWhile offering flexibility to workers is important, theneed for accurate time tracking should not beoverlooked. Every company has policies on workhours and allotted breaks and should beunambiguous for all employees. To tackle attendanceand time policies, you can choose to switch over to amobile workforce management solution that can aidin dispelling miscommunication and fill in anyinconsistencies.Employees prefer self-service platforms3Another flexibility enabler, self-service portals helpemployees plan and manage their work schedulesseamlessly. Instead of clocking in and out of workevery day at a specified time, which offers muchrigidness, workers are looking for means to handletheir work calendars as per their convenience. Thisfunctionality not only benefits employees but helpstheir supervisors plan their time more strategically.Time to leverage deep insights and analytics5With AI as an emerging technology applied invarious domains, workforce managers can harnessit to gain intuitive insights through comprehensiveanalytics. A mobile workforce management systemcan help you make data-driven decisions. Fromreal-time tracking updates to the time taken tocomplete tasks, these insights can help youidentify productivity gaps.

48Why is Field Force ManagementCrucial for Business?Field force management solution provides task management and enablesteams to streamline all operations within the enterprise. Most enterpriseobjectives are to increase profit, reduce operational costs and invigorationof the customer relationship. Field force management solution allowsbetter communication among stakeholders, employees, and customers.Customers want to stay updated on the estimated time of arrival of productor technician in case of technical support at customer doorstep.Field force scheduling software also updates customers in real time totrack products or technicians and alerts customers in case of any delay.With an objective to succor enterprises to automate business operationsand reduce costs, field force management solutions enable them tomanage the field force to enhance business performance and increasecustomer interaction to retain customers. Organizations find field forcemanagement software an irrevocable solution as it is essential for trackingfield force in real time and monitoring day to day activities.

596The Reason Why Field ForceManagement is Useful?Today's world is highly advanced and there is a technology available for all the problems in the world. Fieldmanagement system (FMS) is one such solution to track all the activities in real-time. Keeping track of all theactivities and managing all business operations from the management dashboard gives an unmatchedcompetitive advantage to your business. Find out top reasons to adopt field force management software toincrease efficiency of your businessPrioritize your tasks1For most enterprises, quantity is not an issue but the quality is. Enterprise objective is to use all the available resources in a superlative way to make maximum profit. Using a field force management system,you can schedule and prioritize tasks in an effortless way.Not only can the manager track all the activities but also allocate appropriate resources and the beststaff to the most important clients. Field force management software has scheduling features to easilyplan out all the complex activities. Just give your inputs to the software and let the software make decisions to give the most effective and seamless output. Focus on the core aspects of your business and letthe software take care of streamlining the business operations.

1023Intensify employee outputEliminate time-consuming manual process of scheduling tasks to field force by updating your field forceabout the same with instant push notifications on mobile devices. Field force management software ensures effective and efficient utilization of resources. Focus on the core activities of your business andaccess real-time process flow anytime, anywhere. Integrate field force management solution with advanced analytics to generate reports. Gain the insights of all your workforce activities and analyze theperformance of each employee. Such reports give insights like “How much revenue each employee generated in the last 30 days?”Cut out business expensesField force management software allows businesses to complete tasks in a shorter time frame whichtranslates into an increase in profitability. Field service management software for small and mediumbusinesses trims down overtime expenses to manage field force effectively and predicts oncomingworkload to allocate field force to avoid understaffing and or overstaffing. This results in higher efficiencywith minimum operating costs. Field management system takes care of all unnecessary expenses sothat you can invest in other business activities for early growth.

611Tookan's Field Force SolutionField force has a high impact on the productivity of business in on-demand service and delivery business. Thereis immense potential for improvement in industries offering on-demand services. Tookan’s field forcemanagement solutions address the challenges of handling field force and managing field force tasks. A numberof big enterprises are using field force management solutions with a large number of employees working atdifferent locations spread across multiple worksites.From a business perspective, Tookan’s field force management features not only include route optimization andreal-time tracking, but business can also assign the task to the field force. Field force will get a notification alertin real-time for the next assigned task. Field force management solution has become must for enterprises sinceinstant management of field force to increase efficiency and reduce the time to complete a particular task is theneed of an hour to grow in the tough competi- tive market.Tookan’s, field force management software offers multiple solutions to improve the productivity of the workforce.Tookan focusses on improving efficiency through various offering such as:

12Tookan's Field Force SolutionAutomate Dispatching& SchedulingTerritory ManagementReal-time TrackingRoute OptimizationPowerful Analytics

131Automate Dispatching & SchedulingBring automation to order management at the core of your business and increase process efficiency. Every small,medium or big enterprises schedule and dispatch tasks using different methods. Manual task scheduling is quitetime consuming and requires a lot of effort with high possibility of wrong dispatching and task scheduling. Reducethe possibility of wrong dispatch and task scheduling by automating the process. Furthermore, increasing efficiencyand saving time by automating processes results in business growth.Territory ManagementIt is extremely crucial to define the operational service areas for each agent. With Geofencing, enterprises can easilyestablish how many agents should be allocated to one region and help to keep a track of them. You do not have tomanually assign an agent for every task. This helps to increase agent productivity by quick allocation of work amongthe designated workforce. The nearest, most suitable and available agent is assigned the task automatically on Tookan.After the allocation, the customer receives notifications, therefore ensuring quick customer request fulfillment.3Real-time TrackingThe real need for organizations is to engage their field force. Track field force in real-time and the task completionrate of field forces on daily, weekly, and monthly basis, to analyze productivity. Tookan helps to keep an eye on fieldforce from a centralized bird's eye view through a manager dashboard and track the exact location of field forcegoing out of the workplace for the client meeting. In case of no data connectivity, the location will be stored in theirmobile device and can be synced automatically once internet connectivity is back.2

414Route OptimizationWith the increase in the number of complaints by customers in product or field force delay in arrival thanexpected arrival time, route optimization solves the issue of navigating field force from the shortest andmost optimized route. Deliver a delightful experience to the customer with the right tools to deliver thequality service that the customers expect. Most profitable key elements for businesses with field force arereducing idle time and improving productivity. Optimizing routes for field force will reduce time of arrival atdestination resulting in more task completion every day.Powerful AnalyticsIn any case, the focus is to get insights about the market and the working of field force for any enterprise.Field force management software has the capability that gives you every insight accessed through amanager dashboard. Powerful analytics give accurate, timely and informed insights to make intelligentdecisions and future strategy in the competitive market.5

7Impact of Field ForceManagement SolutionBy integrating Tookan’s field force management solution to your existing business model, the efficiency of yourbusiness enhances through a variety of techniques:Performance MeasurementIncreased EfficiencyPerformance measurement Admin can measure theperformance of each and every field force agent by trackingtheir activities in real-time and measuring the timeconsumed for completing the tasks. Furthermore, thereviews and rating by customers also help to mea- sure theperformance of the field force. Performance measurementallows business to maximize their capabilities by capturingthe potential customers.Better field force scheduling in real-time and efficientmanagement of field force for last minute changes helps tominimize the expenses & time to provide superior services.Optimiz- ing field force activities for better efficiency coupledwith controlling labor cost and providing timely services tothe customers helps in maximizing business revenue growth.15

16Enriched Customer ServicePlanning & ForecastingWith better internet penetration these days, much moreinformation is provid- ed to customers. Customers can trackfield force in real-time on the map interface. Improvedcustomer services help to retain the existing customers andstops customers from switching to alternate providers. Theenriched customer service allows you to differ- entiate yourbusiness from competitors in the competitive environment.To ensure the right balance between business resources andmeeting customer expectation, planning, scheduling andforecasting play an essential role. With powerful analytics,forecast demand for your business and allocate appropriateresources to maximize revenue and satisfy customers bydelivering the first-rate service.Field supportField force agents require professional help when working in the field at multiple locations. Provide professional technical andnon-technical help to field force, reduce idle time and increase the productivity of field force staff. Optimizing field force operationsand insights into value generated by the field force provide finan- cial leverage to the business.

817ConclusionFrom real-time mobile management of workers to routeoptimisations, a workforce management solution makesmanaging work orders easy. Better managed services lead togreater customer satisfaction, thus adding value to yourbusiness and adding to the total revenue.The on-demand market is going strong, and if you want toenhance your workforce management to get an edge in themarket, solutions like Tookan can help. It is a mobile workforcemanagement solution that automates several tasks andenables streamlining of work orders.

918What Our Customers SayWe found Tookan extremely robust and feature complete. We have had minimal issues since integrating and thetookan’s development team had been extremely helpful in understanding our requirements and ensuring thatthey continuously improve the app to meet our changing requirements.

Manage all your delivery operations by tracking vehicles, optimizing routes and automating dispatch, deliveryand scheduling. Get visually rich reports supported by Tookan’s powerful analytics.Contact usUSAIndia1617 Boylston Ave WA 98122, USASector 28-B, Madhya Marg Chandigarh, India 1206-257-2964 91-172-265-9902

The manager can track the field force and communicate in real time with field force for effective communication. Today, companies face various challenges to grow efficiently. One of the biggest expectations of organizations is to increase . Field force is directly in touch with customers in delivering services offered by the business. The .